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Newlake Capital shares owned by Compass Financial Management

Quarter-by-quarter ownership of Newlake Capital (NLCP) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Newlake Capital

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All positions including Newlake Capital held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Newlake Capital by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 82k 15.96

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Invesco Qqq Trust Series 1 (QQQ)
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Vanguard S&p 500 Etf idx (VOO)
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Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Newlake Capital

Compass Financial Management
Ancora Advisors

View all funds holding Newlake Capital